The WEALTH QUARTERBACK is a privately held investment adviser that advises $391.33mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WEALTH QUARTERBACK is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 89% over the last 5-years.
The Group has been registered with the SEC for 11.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 1400 HOOPER AVE, TOMS RIVER, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 11 employees comprised of 5 investment and 6 non-investment staff. The total number of Employees decreased by 8.33% over the last 5-years.
Their $391.33mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $222.05mn or 56.74% of Total Assets and Individuals own $165.17mn or 42.21% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WEALTH QUARTERBACK names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.